Valley Investment Group specializes in building and managing diversified investment portfolios for working professionals, pre-retirees, and small business owners across the East Valley. The firm has helped hundreds of clients successfully roll over and consolidate old 401(k) accounts into streamlined IRAs without unnecessary tax consequences. With a flat-fee structure and no hidden commissions, clients always know exactly what they are paying for.
I had four orphaned 401(k)s from three different employers. Valley Investment Group rolled them all into one IRA in a matter of weeks and set up an investment plan that actually makes sense for my timeline.
The flat-fee model was the first thing that won me over. The team at Valley is transparent, knowledgeable, and genuinely focused on what is best for me. I have referred two colleagues already.
Good experience overall. The onboarding took a few weeks longer than expected but once fully set up, the communication has been excellent and our portfolio allocation is exactly what we asked for.